SS&C Private Capital Group

Today’s most complete suite of software and services for superior management of private wealth and enhanced client engagement

SS&C offers a co-sourced operations solution for wealth management organizations focused on asset management and preservation, such as Family Offices, Multi-Family Offices, Endowments, and Foundations. Private Capital from SS&C is a hybrid of software and services that is a collaborative partnership between SS&C and your wealth management organization . It gives your staff the freedom to focus on high-value activities (e.g. better management, external reporting, deeper analysis/planning, and stronger client engagement).



SS&C Private Capital Group

Seamless integration of data, technology, and people. Optimize your operational workflow to provide comprehensive and timely deliverables.



KEY BENEFITS

IMPROVE EFFICIENCY
Whether for daily or monthly information cycles, our process control and technology automate data gathering, transaction processing, reconciliation, and reporting to save you time.

ELEVATE REPORTING
Obtain a more complete view of the interrelated financial picture, including portfolio holdings, financial statements, performance, and compliance reporting.

ENHANCE CONTROL
Mitigate risk with best practice business processes, segregation of duties, and full audit trails.

TRUST THE SECURITY
Always know your data is secure with our world-class international data centers , private clouds, institutional-quality security practices, advanced detection capabilities, hot-site disaster recovery, and hardware scalability.

SCALE YOUR STAFF
Gain access to thousands of SS&C employees that are “power users” of our software. Connect with our subject-matter experts for detailed management of the countless investments, legal jurisdictions, tax regulations, and compliance requirements that you may encounter.

INCREASE ACCURACY
Eliminate mistakes and ensure accounting integrity with our fully integrated database and automated reconciliation processes.

GO FURTHER
SS&C provides the deepest level of accounting, tax, partner allocation, and performance calculations, combined with comprehensive services customized to each client’s specific needs.

ACCESS YOUR DATA
Our comprehensive web portal and hosted technology platform enable you to interact with your data via tablet, phone, or computer.

ACHIEVE COST SAVINGS
Save more money than with traditional software licensing, implementation, training, and staffing models and experience the hands-on approach traditional outsourcing cannot provide.

Related Resources

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Today’s most complete suite of software and services for superior management of private wealth and enhanced client engagement.

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